Conseillère En Gestion De Patrimoine Et Représentante En Épargne Collective
Current
Sep 2021 - Present
AeroLeads people directory · profile
Nelly Gatta Email & Phone Number
Conseillère en gestion de patrimoine et représentante en épargne collective
at
Desjardins
1 work email found
@desjardins.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Conseillère en gestion de patrimoine et représentante en épargne collective
Location
Greater Montreal Metropolitan Area, Canada
Company size
Who is Nelly Gatta? Overview
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Quick answer
Nelly Gatta is listed as Conseillère en gestion de patrimoine et représentante en épargne collective at Desjardins, a with 22515 employees, based in Greater Montreal Metropolitan Area, Canada. AeroLeads shows a work email signal at desjardins.com and a matched LinkedIn profile for Nelly Gatta.
Nelly Gatta previously worked as Conseillère en finances personnelles et représentante en épargne collective at Caisse Desjardins Du Plateau-Mont-Royal and Responsable des opérations at Investors Group. Nelly Gatta holds Maitrise Finance Spécialité Gestion De Patrimoine, Finance from Grenoble Iae.
Company email context
Email format at Desjardins
This section adds company-level context without repeating Nelly Gatta's masked contact details.
{first}.{last}@desjardins.com
89% confidence
AeroLeads found 1 current-domain work email signal for Nelly Gatta. Compare company email patterns before reaching out.
Profile bio
About Nelly Gatta
Nelly Gatta is a Conseillère en gestion de patrimoine et représentante en épargne collective at Desjardins. She possess expertise in business strategy, portfolio management, microsoft office, conseil financier, banking and 12 more skills. She is proficient in Espagnol and Anglais. Colleagues describe her as "Nelly is definately asset to our team. She has great sales and customer service skills. She refers clients with good development potential to the advisor team. Manages complex situations with calm and charisma. "
Listed skills include Business Strategy, Portfolio Management, Microsoft Office, Conseil Financier, and 13 others.
Current workplace
Nelly Gatta's current company
Company context helps verify the profile and gives searchers a useful next step.
Desjardins
6 roles
Nelly Gatta work experience
A career timeline built from the work history available for this profile.
Conseillère En Finances Personnelles Et Représentante En Épargne Collective
Caisse Desjardins Du Plateau-Mont-Royal
Feb 2018 - Sep 2021
Responsable Des Opérations
Mar 2017 - Dec 2017
Customer Service Agent At Laurentian Bank
Accueil de la clientèle et prise de rendez-vousService transactionnel (retraits, dépôts, paiements de facture)Ouverture de comptes et vente de cartes de créditSollicitation téléphonique pour renouvellement d'investissement et prêts hypothècaires
Jan 2016 - Mar 2017
Directrice Adjointe De Succursale Bancaire
▪ Aide au management d'une équipe de 10 conseillers commerciaux : par l'accompagnement en entretien clientèle, le suivi quotidien des rendez-vous de la journée avec les conseillers ( briefing/defriefing, stratégie commerciale mise en place), l'entretien de management individuel hebdomadaire. ▪ Animation de la réunion hebdomadaire avec le directeur d'agence ( point sur les résultats, challenges en cours, mini formation sur les nouveaux produits, directives sur le planning de chacun)▪ Gestion et développement d'un portefeuille d'environ 1000 clients : réception des clients, promotion des produits et services bancaires et d'assurance, montage de prêts personnels et hypothécaires, prise de rendez vous et vente par téléphone.▪ Gestion du risque au quotidien : mouvements débiteurs, contrôle des dossiers ( ouvertures de comptes, dossiers de prêts), autorisations de découvert, interdits bancaires
Oct 2012 - Sep 2015
Responsable De Clientèle Particuliers
Gestion et développement d'un portefeuille de clients, par la promotion des produits et services bancaires et d'assurance, la gestion du risque et le montage de prêts personnels et immobiliers.
Jan 2006 - Sep 2012
Team & coworkers
Colleagues at Desjardins
Other employees you can reach at desjardins.com. View company contacts for 22515 employees →
JT
Jean-François Tessier
Colleague at DesjardinsMontreal, Quebec, Canada
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MA
Maria Andrea Villalba
Colleague at DesjardinsGreater Montreal Metropolitan Area, Canada
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DO
Djalal Ouali
Colleague at DesjardinsGreater Montreal Metropolitan Area, Canada
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MM
Manuel Mendes
Colleague at DesjardinsMontreal, Quebec, Canada
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TL
Traci Langill
Colleague at DesjardinsRichmond Hill, Ontario, Canada
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KH
Karl Hébert, B.A.A.
Colleague at DesjardinsCanada
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JD
Josée Descoteaux
Colleague at DesjardinsLes Moulins Regional County Municipality, Quebec, Canada
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MS
Marie-Eve Savard
Colleague at DesjardinsMontreal, Quebec, Canada
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JB
Joe Buntic
Colleague at DesjardinsMississauga, Ontario, Canada
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DP
David Paré
Colleague at DesjardinsCanada
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Jean-François Tessier
Colleague at DesjardinsMontreal, Quebec, Canada
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MA
Maria Andrea Villalba
Colleague at DesjardinsGreater Montreal Metropolitan Area, Canada
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DO
Djalal Ouali
Colleague at DesjardinsGreater Montreal Metropolitan Area, Canada
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MM
Manuel Mendes
Colleague at DesjardinsMontreal, Quebec, Canada
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TL
Traci Langill
Colleague at DesjardinsRichmond Hill, Ontario, Canada
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KH
Karl Hébert, B.A.A.
Colleague at DesjardinsCanada
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JD
Josée Descoteaux
Colleague at DesjardinsLes Moulins Regional County Municipality, Quebec, Canada
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MS
Marie-Eve Savard
Colleague at DesjardinsMontreal, Quebec, Canada
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JB
Joe Buntic
Colleague at DesjardinsMississauga, Ontario, Canada
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DP
David Paré
Colleague at DesjardinsCanada
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2 education records
Nelly Gatta education
Maitrise Finance Spécialité Gestion De Patrimoine, Finance
Baccalauréat En Économie Et Gestion, Économie Et Gestion
Université Pierre Mendès-France (Grenoble Ii)
FAQ
Frequently asked questions about Nelly Gatta
Quick answers generated from the profile data available on this page.
What company does Nelly Gatta work for?
Nelly Gatta works for Desjardins.
What is Nelly Gatta's role at Desjardins?
Nelly Gatta is listed as Conseillère en gestion de patrimoine et représentante en épargne collective at Desjardins.
What is Nelly Gatta's email address?
AeroLeads has found 1 work email signal at @desjardins.com for Nelly Gatta at Desjardins.
Where is Nelly Gatta based?
Nelly Gatta is based in Greater Montreal Metropolitan Area, Canada while working with Desjardins.
What companies has Nelly Gatta worked for?
Nelly Gatta has worked for Desjardins, Caisse Desjardins Du Plateau-Mont-Royal, Investors Group, Banque Laurentienne, and Caisse D'Épargne Rhône Alpes.
Who are Nelly Gatta's colleagues at Desjardins?
Nelly Gatta's colleagues at Desjardins include Jean-François Tessier, Maria Andrea Villalba, Djalal Ouali, Manuel Mendes, and Traci Langill.
How can I contact Nelly Gatta?
You can use AeroLeads to view verified contact signals for Nelly Gatta at Desjardins, including work email, phone, and LinkedIn data when available.
What schools did Nelly Gatta attend?
Nelly Gatta holds Maitrise Finance Spécialité Gestion De Patrimoine, Finance from Grenoble Iae.
What skills is Nelly Gatta known for?
Nelly Gatta is listed with skills including Business Strategy, Portfolio Management, Microsoft Office, Conseil Financier, Banking, English, Negotiation, and Team Management.
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